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ALPS | Smith Core Plus Bond ETF (SMTH) Institutional Ownership

ALPS | Smith Core Plus Bond ETF logo
$25.68 -0.01 (-0.04%)
As of 07/14/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$1.04B
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$24.45M
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SMTH Institutional Buying and Selling by Quarter

ALPS | Smith Core Plus Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/14/2025Sentinel Pension Advisors LLC323,202$8.36M1.4%N/A0.435%
7/11/2025 Annex Advisory Services LLC5,143,368$132.96M3.2%+47.1%6.948%
7/10/2025 NorthCrest Asset Manangement LLC295,740$7.63M0.2%+24.0%0.400%
7/10/2025 Wealth Enhancement Advisory Services LLC43,698,035$1.13B1.9%+12.6%59.031%
7/9/2025 Lineweaver Wealth Advisors LLC1,132,470$29.27M4.6%+12.0%1.530%
7/9/2025 Triumph Capital Management42,423$1.10M0.3%-53.0%0.057%
7/8/2025 Gallacher Capital Management LLC337,518$8.73M4.0%+4.4%0.458%
6/27/2025Goldman Sachs Group Inc.130,446$3.38M0.0%-21.2%0.179%
5/19/2025Jane Street Group LLC46,627$1.21M0.0%-51.9%0.069%
5/16/2025Goldman Sachs Group Inc.130,446$3.38M0.0%-21.2%0.192%
5/16/2025Integrated Wealth Concepts LLC273,026$7.07M0.1%-22.2%0.403%
5/14/2025Comerica Bank7,336$190K0.0%+128.3%0.011%
5/14/2025Northwestern Mutual Wealth Management Co.1,642$43K0.0%N/A0.002%
5/13/2025Ethos Financial Group LLC211,720$5.48M0.5%N/A0.312%
5/8/2025Shufro Rose & Co. LLC4,543,908$117.62M9.3%+146.4%6.699%
5/8/2025Sovereign Investment Advisors LLC58,378$1.50M0.5%-84.5%0.086%
5/8/2025First Foundation Advisors73,495$1.90M0.1%+193.7%0.108%
5/6/2025Principle Wealth Partners LLC997,835$25.83M1.8%-7.8%1.471%
5/6/2025 Triumph Capital Management90,173$2.33M0.8%+19.3%0.133%
5/6/2025Old Port Advisors217,146$5.62M1.7%+554.8%0.320%
5/5/2025 Gallacher Capital Management LLC323,342$8.37M4.1%+12.8%0.477%
5/2/2025 Lineweaver Wealth Advisors LLC1,010,919$26.17M4.5%+70.4%1.490%
4/30/2025Alps Advisors Inc.180,582$4.67M0.0%+18.0%0.277%
4/30/2025Adapt Wealth Advisors LLC593,317$15.36M7.5%+43.2%0.910%
4/30/2025Stratos Wealth Partners LTD.20,558$532K0.0%N/A0.032%
4/30/2025Stratos Wealth Advisors LLC69,271$1.79M0.1%N/A0.106%
4/30/2025Stratos Investment Management LLC2,651,970$68.65M3.7%+35.3%4.069%
4/29/2025Bank of New York Mellon Corp1,932,956$50.04M0.0%N/A2.966%
4/29/2025World Investment Advisors294,502$7.62M0.2%+10.9%0.452%
4/28/2025Strategic Financial Concepts LLC9,016$233K0.0%+14.8%0.014%
4/28/2025ABLE Financial Group LLC10,818$280K0.1%N/A0.017%
4/25/2025G&S Capital LLC18,859$488K0.2%N/A0.029%
4/23/2025Riverbend Wealth Management LLC113,955$2.95M2.6%+6.7%0.175%
4/23/2025Guardian Financial Partners LLC413,213$10.70M5.1%+2.7%0.634%
4/21/2025Blue Trust Inc.5,080$131K0.0%N/A0.008%
4/21/2025Advisory Resource Group545,393$14.12M2.9%-5.4%0.837%
4/16/2025 Wealth Enhancement Advisory Services LLC38,822,260$1.00B1.9%+8.8%59.562%
4/16/2025 NorthCrest Asset Manangement LLC238,408$6.17M0.2%+174.0%0.366%
4/15/2025Traction Financial Partners LLC680,889$17.63M13.8%N/A1.045%
4/11/2025 Annex Advisory Services LLC3,496,658$90.51M2.6%+17.9%5.365%
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4/10/2025 Fermata Advisors LLC84,791$2.20M0.4%+6.2%0.133%
4/10/2025Nixon Peabody Trust Co.205,180$5.31M0.5%N/A0.323%
3/17/2025 Wealth Enhancement Advisory Services LLC35,667,256$910.23M1.7%+32.8%59.218%
3/17/2025 NorthCrest Asset Manangement LLC87,015$2.22M0.1%+152.1%0.144%
2/25/2025Shufro Rose & Co. LLC1,844,088$47.06M3.6%N/A6.681%
2/18/2025Vise Technologies Inc.28,136$718K0.1%N/A0.102%
2/17/2025Coastal Bridge Advisors LLC15,084$385K0.1%N/A0.055%
2/17/2025Citadel Advisors LLC36,283$926K0.0%-43.3%0.131%
2/17/2025Adapt Wealth Advisors LLC414,451$10.58M5.2%+20.1%1.502%
2/14/2025Jane Street Group LLC96,849$2.47M0.0%+54.3%0.351%
2/14/2025 Triumph Capital Management75,578$1.93M0.7%+8.2%0.274%
2/14/2025Comerica Bank3,214$82K0.0%N/A0.012%
2/14/2025Integrated Wealth Concepts LLC350,990$8.96M0.1%-2.0%1.272%
2/13/2025First Foundation Advisors25,021$639K0.0%N/A0.091%
2/13/2025Envestnet Asset Management Inc.34,055$869K0.0%N/A0.123%
2/12/2025OLD Mission Capital LLC91,182$2.33M0.0%N/A0.330%
2/12/2025JPMorgan Chase & Co.4,492$115K0.0%N/A0.016%
2/11/2025LPL Financial LLC35,001$893K0.0%+56.9%0.127%
2/11/2025Condor Capital Management43,858$1.12M0.1%N/A0.159%
2/11/2025TAP Consulting LLC8,317$212K0.0%N/A0.030%
2/10/2025Thrivent Financial for Lutherans340,034$8.68M0.0%N/A1.232%
2/10/2025 Gallacher Capital Management LLC286,678$7.32M3.6%+20.7%1.039%
2/10/2025Sovereign Investment Advisors LLC376,719$9.61M2.9%+50.2%1.365%
2/10/2025Commonwealth Equity Services LLC22,309$569K0.0%-28.1%0.081%
2/7/2025Riverbend Wealth Management LLC106,830$2.73M2.4%N/A0.387%
2/5/2025 Lineweaver Wealth Advisors LLC593,315$15.15M2.8%+2.5%2.150%
2/4/2025Prasad Wealth Partners LLC487,842$12.45M4.0%N/A1.768%
1/30/2025Strategic Financial Concepts LLC7,857$201K0.0%N/A0.028%
1/30/2025Legacy Capital Wealth Partners LLC33,435$853K0.2%N/A0.121%
1/29/2025Principle Wealth Partners LLC1,082,578$27.63M1.9%-6.5%3.922%
1/28/2025Advisory Resource Group576,334$14.71M3.1%-5.4%2.088%
1/28/2025Apollon Wealth Management LLC26,823$685K0.0%-1.9%0.097%
1/28/2025Spectrum Investment Advisors Inc.161,671$4.13M2.8%N/A0.586%
1/28/2025Strategic Financial Concepts LLC200,503$51K0.0%N/A0.726%
1/27/2025Stratos Investment Management LLC1,959,640$50.01M3.0%-0.5%7.100%
1/16/2025 Annex Advisory Services LLC2,966,770$75.71M2.3%+81.9%10.749%
1/15/2025 Fermata Advisors LLC79,839$2.04M0.4%-9.4%0.289%
1/15/2025Guardian Financial Partners LLC402,471$10.27M6.1%+4.1%1.458%
1/10/2025 Wealth Enhancement Advisory Services LLC26,875,912$710.60M1.5%+0.0%97.376%
1/2/2025Old Port Advisors33,163$846K0.2%N/A0.120%
11/25/2024World Investment Advisors LLC265,971$7.03M0.2%+0.7%0.964%
11/20/2024Advisory Resource Group608,923$16.10M3.4%-1.3%2.206%
11/15/2024Jane Street Group LLC62,772$1.66M0.0%+105.8%0.227%
11/15/2024Integrated Wealth Concepts LLC358,251$9.47M0.1%+4.4%1.298%
11/14/2024Flow Traders U.S. LLC37,619$995K0.1%N/A0.136%
11/5/2024Apollon Wealth Management LLC27,351$723K0.0%N/A0.099%
11/1/2024Assetmark Inc.2,272$60K0.0%N/A0.008%
10/24/2024 Wealth Enhancement Advisory Services LLC26,862,866$710.25M1.5%+20.7%97.329%
10/24/2024 NorthCrest Asset Manangement LLC34,512$912K0.0%+67.6%0.125%
10/18/2024Stratos Investment Management LLC1,969,650$52.08M3.6%+9.0%7.136%
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10/10/2024 Annex Advisory Services LLC1,631,326$43.13M1.4%+47.9%5.911%
10/9/2024 Fermata Advisors LLC88,089$2.33M0.5%-1.8%0.319%
8/6/2024Adapt Wealth Advisors LLC166,174$4.23M2.7%N/A0.602%
7/31/2024Commonwealth Equity Services LLC39,894$1.02M0.0%+6.9%0.145%
7/25/2024POM Investment Strategies LLC1,189$30K0.0%N/A0.004%
7/24/2024Advisory Resource Group617,097$15.71M3.5%-12.5%2.236%
7/16/2024 NorthCrest Asset Manangement LLC20,595$524K0.0%N/A0.075%
7/16/2024 Wealth Enhancement Advisory Services LLC22,255,273$566.62M1.3%+11.7%80.635%
7/15/2024Guardian Financial Partners LLC370,199$9.43M6.3%+1.2%1.341%
7/13/2024 Fermata Advisors LLC89,749$2.29M0.5%+8.4%0.325%
(Data available from 1/1/2016 forward)

SMTH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMTH shares?

During the previous two years, 54 institutional investors and hedge funds held shares of ALPS | Smith Core Plus Bond ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($1.13B), Annex Advisory Services LLC ($132.96M), Shufro Rose & Co. LLC ($117.62M), Stratos Investment Management LLC ($68.65M), Bank of New York Mellon Corp ($50.04M), Lineweaver Wealth Advisors LLC ($29.27M), and Principle Wealth Partners LLC ($25.83M).Learn more on ALPS | Smith Core Plus Bond ETF's institutional investors.

Which institutional investors have been buying ALPS | Smith Core Plus Bond ETF's stock?

Of the 51 institutional investors that purchased ALPS | Smith Core Plus Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($43.71M), Annex Advisory Services LLC ($5.14M), Shufro Rose & Co. LLC ($4.54M), Stratos Investment Management LLC ($2.50M), Bank of New York Mellon Corp ($1.93M), Principle Wealth Partners LLC ($1.28M), and Traction Financial Partners LLC ($680.89K).

How much institutional buying is happening at ALPS | Smith Core Plus Bond ETF?

Institutional investors have bought a total of 40,338,220 shares in the last 24 months. This purchase volume represents approximately $1.04B in transactions.

Which of ALPS | Smith Core Plus Bond ETF's major shareholders have been selling company stock?

Of the 12 institutional investors that sold ALPS | Smith Core Plus Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sovereign Investment Advisors LLC ($318.34K), Principle Wealth Partners LLC ($159.76K), Advisory Resource Group ($159.60K), Integrated Wealth Concepts LLC ($85.23K), Goldman Sachs Group Inc. ($70.33K), Jane Street Group LLC ($50.22K), and Triumph Capital Management ($47.75K).

How much institutional selling is happening at ALPS | Smith Core Plus Bond ETF?

Institutional investors have sold a total of 948,071 shares in the last 24 months. This volume of shares sold represents approximately $24.45M in transactions.


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This page (NYSEARCA:SMTH) was last updated on 7/15/2025 by MarketBeat.com Staff
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